Columnist: Yu Yan, CFA (Founder of LuxeCO)
Ten days ago, on August 10 New York time, two major American accessible luxury brand groups, Tapestry, Inc. and Capri Holdings Limited, announced a definitive acquisition agreement, valuing the latter at $8.5 billion (including debt). LuxeCO has already published two follow-up reports and preliminary analyses, see: https://test.luxe.co/post/301524, https://test.luxe.co/post/301804.
Although many of the brands involved in this transaction are positioned in the so-called "accessible luxury" segment (such as Tapestry's Coach, kate spade, and Ca …
